Hotchkis And Wiley Small Cap Value Fund UHAL.B Holdings History
Hotchkis and Wiley Small Cap Value Fund's U-Haul Holding Co Holding Summary
As of 2025-03-31, Hotchkis and Wiley Small Cap Value Fund held 388,200.00 shares of U-Haul Holding Co(UHAL.B), totaling $22.97 Mil. This investment constitutes 3.06% of their stock portfolio, and Hotchkis and Wiley Small Cap Value Fund now holds 0.21% of the outstanding U-Haul Holding Co(UHAL.B) stock.
The initial trade took place in 2023Q2. And since then Hotchkis and Wiley Small Cap Value Fund has made 5 purchases of UHAL.B, at an average price of $57.58, for a total of 479,000.00 shares. In addition, there have been 2 sales at an average price of $64.50 for 90,800.00 shares. Based on historical transaction data and UHAL.B's current price of $54.55, Hotchkis and Wiley Small Cap Value Fund's estimated gain on his UHAL.B holdings is $-548,436.00, reflecting a -1.99% gain to date.
Hotchkis and Wiley Small Cap Value Fund UHAL.B ($54.55) Holding Chart
Hotchkis and Wiley Small Cap Value Fund UHAL.B ($54.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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